Durant Wealth MGMT Advisory Services
45yrs
Top advisor by experience in Mooresville
5yrs
Steffon Cumberbatch
Full name on record: Steffon Peter Cumberbatch
Financial advisor at Advice and Planning Services
Based in Mooresville, North Carolina, Steffon Cumberbatch is a fiduciary financial advisor with 5 years of industry experience. Steffon joined Advice and Planning Services in 2026, after two years at Merrill and two years at Wells Fargo Advisors. Advice and Planning Services offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 122 advisors with offices in Mooresville, and one of 114 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
OfficeMooresville, NC
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$523,144
Advisors at the firm1,694
States licensed ?1 state
Services through Advice and Planning Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Feb 2026 – now
- Aug 2023 – Jul 2025MerrillPreviously
- Aug 2021 – Aug 2023Wells Fargo Clearing Services, LLCPreviously
Contact Steffon
Mooresville, NCOffice · Get directions Firm main line(212) 490-9000Headquarters: Advice and Planning Services · New York, NY Facebook pageAdvice and Planning ServicesIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Steffon
Tailored to Steffon’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Steffon
How do I contact Steffon?
Call Advice and Planning Services at (212) 490-9000 and ask for Steffon Cumberbatch. Steffon works from the Mooresville, NC office.
How long has Steffon been a financial advisor?
Steffon has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Steffon hold?
Series 66. Tap any license on this page to see what it allows.
Is Steffon a fiduciary?
Steffon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Steffon paid?
Advice and Planning Services reports being paid by a percentage of the assets they manage, other fees. Ask Steffon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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